IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.93B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,849
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$17.7M
3
+$13.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.2M

Top Sells

1
+$18.9M
2
+$15.6M
3
+$10.5M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.7M
5
BBWI icon
Bath & Body Works
BBWI
+$6.29M

Sector Composition

1 Technology 3.91%
2 Financials 2.22%
3 Consumer Discretionary 2.04%
4 Healthcare 1.72%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$691K 0.01%
6,170
+252
452
$690K 0.01%
13,619
-2,470
453
$690K 0.01%
10,531
+77
454
$686K 0.01%
1,676
-46
455
$684K 0.01%
8,743
-1
456
$682K 0.01%
25,940
457
$677K 0.01%
3,528
+1,316
458
$673K 0.01%
19,749
+181
459
$672K 0.01%
20,189
-704
460
$668K 0.01%
3,974
+980
461
$668K 0.01%
46,746
-46
462
$666K 0.01%
6,583
-103,723
463
$664K 0.01%
30,711
+473
464
$664K 0.01%
5,399
-277
465
$657K 0.01%
5,246
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466
$652K 0.01%
16,352
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467
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15,871
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468
$645K 0.01%
9,244
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469
$638K 0.01%
9,251
+3,001
470
$636K 0.01%
24,032
+4,812
471
$636K 0.01%
5,860
+5,373
472
$635K 0.01%
2,205
-1
473
$633K 0.01%
13,865
-930
474
$633K 0.01%
+24,282
475
$631K 0.01%
7,889
+4,800
17 18
19
20 21